Best CPA Practice Advisor Podcasts (2025)

1
The $400 Million Question: Should Congress Eliminate the PCAOB?(From the Earmark Podcast) 50:49

12m ago50:49

50:49

Earmark Media Presents a bonus episode of Earmark Podcast: What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to exam…

1
280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss 45:34

1h ago45:34

45:34

Running an efficient, scalable advisory practice isn’t just about serving clients—it’s about having the right processes, tech, and people in place to keep everything running smoothly. In this episode, I sit down with Joe Moss, COO of an RIA and financial tech expert, to unpack the key operational strategies every financial advisor needs to optimize…

1
279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem 11:16

2h ago11:16

11:16

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constraine…

1
Excel Still Trumps AI, Tariffs Under Threat, QBO Price Increases Justified? 1:27:12

7d ago1:27:12

1:27:12

What happens when a major newspaper publishes a summer reading list where only five of the 15 books actually exist? Blake and David explore this real example of AI-generated content gone wrong and what it means for accounting professionals who increasingly rely on automated tools. They break down QuickBooks' latest price increases, demonstrate how …

1
278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden 55:08

6h ago55:08

55:08

Video is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client experience. In this episode, Libby sits down with Katie Braden to discuss why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic. …

1
Beyond the Hype: Real-World AI in Accounting and Finance 55:16

12d ago55:16

55:16

How close are we to expense reports that create themselves? In this crossover episode recorded live at Emburse in Motion, Blake Oliver explores real-world AI implementation with Adriana Carpenter, CFO of Emburse, and Olga Pavlova from PizzaExpress. Discover how PizzaExpress manages 350+ restaurant locations using AI to automatically flag policy vio…

1
277: 3 Biohacks That Tripled My Daily Focus and Energy 13:29

4d ago13:29

13:29

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! Ready to level up your energy, focus, and productivity? In this episode, I share my latest biohacking routine—what I’m continuing, what’s new, and w…

1
Episode 140 – Dee Fischer: Leading with Heart, Building with Systems, and Succeeding in Private Practice 45:06

5d ago45:06

45:06

Episode 140 – Dee Fischer: Leading with Heart, Building with Systems, and Succeeding in Private Practice by The Dental AmigosBy The Dental Amigos

1
One Big Beautiful Podcast Episode: Taxes, QuickBooks, & Tesla 1:03:05

15d ago1:03:05

1:03:05

What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes…

1
276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby 49:20

7d ago49:20

49:20

Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral finance expert, dives deep into why traditional goal-setting often falls short and how to create meaningful, lasting change. If you’ve ever wondered why clients set arbitrary financial goals…

1
275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track 16:56

11d ago16:56

16:56

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're getting real about shifting gears when life and business get chaotic. Libby shares an honest update on her upcoming book, the…

1
Ep. #28: How Not To Invest, What To Do Instead, and Changing the Investing Mindset - Jonathan Bird, CFP®, CWS® 27:46

12d ago27:46

27:46

It's all too common for investors to be seduced by the illusion that careful stock-picking leads to outsized returns. Most of the time, though, the results are disappointing. Our guest, Jonathan Bird, CFP®, CWS®, explains what our clients should be doing instead, and how he plans to change the way everyone invests... by doubling the size of his pra…

1
Intuit's Tariff on Developers, Arizona Tariff Shelters, $1T Stolen Annually from US 1:11:26

21d ago1:11:26

1:11:26

Could the Pope be on the hook for US taxes? As the first American elected Pope, Leo XIV faces an unusual conundrum under US citizenship rules. Meanwhile, Intuit's controversial new API pricing has developers reeling, and Hector Garcia joins the conversation to explain why this "tariff" threatens the entire QuickBooks ecosystem. Blake and David also…

1
274: The Ultimate Value Add to Make Clients for LIFE Replay with Blake Brewer 46:11

14d ago46:11

46:11

Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we’re looking for two things… 1) How much impact does it actually have on your clients?... and…

1
273: An Alternative to Surge Meetings: What I Call Cluster Meetings 11:24

18d ago11:24

11:24

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
Cut Your Tech Stack 50%, Threat to CPA in Florida, IRS Cuts Recap 1:15:29

27d ago1:15:29

1:15:29

What if your firm could cut its tech stack in half while delivering faster results to clients? In this episode, Blake and David explore the consolidation revolution in accounting software as practice management tools secure massive funding rounds. They also break down how private equity is reshaping the profession's business model, with some firms …

1
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis 36:23

21d ago36:23

36:23

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer! In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—…

1
271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In 14:13

28d ago14:13

14:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
Firms Using AI Make More $, PCAOB Shutdown Fight, The Impossible Tariff Test 1:18:15

1M ago1:18:15

1:18:15

Could AI create a $20 trillion professional services earthquake? In this episode, Blake and David dive into the data showing that AI firms generate $45,000 more revenue per employee than non-adopters. You'll discover how AI is reshaping traditional accounting and what Claude's new ability to connect with your Gmail and calendar means for productivi…

1
270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone 53:45

28d ago53:45

53:45

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate! What you'll lear…

1
269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward 9:44

1M ago9:44

9:44

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there’s a fee for your ti…

1
Ramp Wants to Be the Federal Spend Card, Interview with Mark Koziel 1:12:33

1M ago1:12:33

1:12:33

Could you spend years earning your CPA license only to be told you can't use it? In this episode, Mark Koziel, president of the AICPA, joins Blake and David to discuss the shocking trend of firms prohibiting CPAs from identifying themselves as such in emails, on business cards, and even on LinkedIn. Blake and David also explore the economic uncerta…

1
Episode 138 - Harold Gornbein: Maximizing Practice Revenue 41:20

1M ago41:20

41:20

Episode 138 - Harold Gornbein: Maximizing Practice Revenue by The Dental AmigosBy The Dental Amigos

1
268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout 21:52

1M ago21:52

21:52

This week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating an intentional retreat tradition she calls Camp Libby. It’s not about productivity—it’s about reconnecting with yourself, finding margin, and remembering what it feels like to just be. Whether you’re …

1
Debits, Credits and Sniper Rifles: Reviewing the Accounting in The Accountant 1:00:27

2M ago1:00:27

1:00:27

In this bonus episode, David teams up with Caleb and Zach from Oh My Fraud to unpack the 2016 film The Accountant. Together, they explore how Hollywood portrays forensic accounting, internal controls, and what happens when your auditor brings a thermos full of sniper parts. Connect with David and Caleb https://www.linkedin.com/in/davidleary https:/…

1
267: Stop Doing Annual Reviews Now! And Do This Instead 6:50

1M ago6:50

6:50

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
AI Spreadsheets, IRS Mass Resignations, Recession Signs 1:21:10

2M ago1:21:10

1:21:10

Could AI be doing a day's work in just minutes for accountants? In this episode, Blake and David explore how accounting technology is revolutionizing traditional workflows, from Xero's new AI protocol that connects chatbots directly to accounting data, to Google's game-changing "I" function in Sheets that lets you analyze data with natural language…

1
266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt 46:48

1M ago46:48

46:48

In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challeng…

1
265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done 17:18

2M ago17:18

17:18

Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help…

1
DOGE Proves IRS Can Move 100X Faster Without Red Tape 1:35:29

2M ago1:35:29

1:35:29

What happens when a trade war meets bureaucratic red tape? In this episode, Blake and David dive into the explosive impact of 145% tariffs on Chinese goods and what it means for American businesses' bottom lines. Through real-world examples—from small retailers to tech giants like Apple—they break down how these policies could devastate supply chai…

Podcasts Worth a Listen

CPA Practice Advisor Podcasts

Podcasts Worth a Listen